Job Description:
The Role
Due to growth in our business, Fidelity Personal Trust Company seeks a Trust Officer.
The Trust Officer is an integral member of the Personal Trust Administration team. The team provides trust services to Fidelity Institutional business partners and individual trust clients across the U.S. The incumbent will be the primary fiduciary contact for some of our largest and most sophisticated trust relationships. With the help of a dedicated Trust Administrator, the Trust Officer is responsible for all facets of trust administration and relationship management for their assigned relationships.
The Expertise and Skills You Bring
- 8 years of trust administration experience with a Bachelor's degree or 6 years with an advanced degree experience (JD, MBA or CPA)
- Solid understanding of trust and estate law, personal and trust taxation, estate planning, and other financial services required. Expertise in trust administration and knowledge of trust services required.
- CTFA preferred.
- Handling a sophisticated book of business, including workflow for Trust Administrator
- Ensuring account activity aligns with trust document, applicable law, and internal procedures.
- Recommending action on fiduciary decisions related to trust administration.
- Providing estate and tax expertise as necessary
- Understanding and helping clients with sophisticated financial situations
- Thinking strategically and tactically
- Working independently and as part of a team
- Strong ability to collaborate with business partners at all levels within the Fidelity organization.
- Managing client relationships to maintain client satisfaction and retain business.
- Collaborating with team members and investment advisors to meet the financial needs of trust beneficiaries.
The Team
Our purpose at Fidelity Personal Trust Company is to provide a comprehensive trust services solution to Personal Investing (PI) clients and Fidelity Institutional advisor clients. Our offerings pair the investment management expertise of Fidelity Personal and Workplace Advisors LLC and Strategic Advisers LLC (SAI) or outside Investment Advisors, and Fidelity Personal Trust Company's trust administration expertise. We take phenomenal pride in building strong and lasting relationships with our customers, providing sound fiduciary mentorship, and delivering an outstanding customer experience.
Certifications:
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money.
Join Us
At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined.
Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Working onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most hybrid roles require associates to work onsite all business days of every other week in a Fidelity office.
At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine.
We invite you to Find Your Fidelity at fidelitycareers.com.
Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging.
Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.
